See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,763 | $110,094+41.5% | $151,611+2.7% | $68,494+127.4% |
| Participation rate | 93.4% | 84.0%+9.5pp | 87.5%+5.9pp | 67.9%+25.6pp |
| Annual return | -15.34% | -10.12%-5.2pp | 3.33%-18.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,669 | $4,471+26.8% | $6,166-8.1% | $2,596+118.3% |
| Participant deferral / active EE | $11,102 | $6,527+70.1% | $8,363+32.7% | $4,027+175.7% |
| Admin fee / account holder | $2,280 | $7,719-70.5% | $11,616-80.4% | $5,403-57.8% |